Campbell & Co Investment Adviser’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
16,918
+12,974
| +329% | +$1.36M | 0.11% | 281 |
|
|
2025
Q1 | $349K | Sell |
3,944
-8,762
| -69% | -$774K | 0.03% | 805 |
|
|
2024
Q4 | $1.22M | Buy |
+12,706
| New | +$1.22M | 0.09% | 320 |
|
|
2024
Q3 | – | Sell |
-5,805
| Closed | -$500K | – | 1199 |
|
|
2024
Q2 | $500K | Sell |
5,805
-4,081
| -41% | -$352K | 0.04% | 653 |
|
|
2024
Q1 | $807K | Buy |
9,886
+1,691
| +21% | +$138K | 0.07% | 487 |
|
|
2023
Q4 | $543K | Buy |
8,195
+254
| +3% | +$16.8K | 0.05% | 669 |
|
|
2023
Q3 | $580K | Buy |
7,941
+3,908
| +97% | +$285K | 0.07% | 454 |
|
|
2023
Q2 | $255K | Buy |
+4,033
| New | +$255K | 0.05% | 723 |
|
|
2022
Q4 | – | Sell |
-17,096
| Closed | -$1.15M | – | 872 |
|
|
2022
Q3 | $1.15M | Buy |
+17,096
| New | +$1.15M | 0.26% | 97 |
|
|
2021
Q1 | – | Sell |
-3,314
| Closed | -$231K | – | 512 |
|
|
2020
Q4 | $231K | Buy |
+3,314
| New | +$231K | 0.14% | 321 |
|
|
2020
Q1 | – | Sell |
-7,185
| Closed | -$532K | – | 241 |
|
|
2019
Q4 | $532K | Buy |
7,185
+3,299
| +85% | +$244K | 0.16% | 215 |
|
|
2019
Q3 | $222K | Buy |
+3,886
| New | +$222K | 0.08% | 508 |
|
|
2018
Q4 | – | Sell |
-8,190
| Closed | -$773K | – | 398 |
|
|
2018
Q3 | $773K | Buy |
8,190
+2,000
| +32% | +$189K | 0.53% | 23 |
|
|
2018
Q2 | $465K | Sell |
6,190
-400
| -6% | -$30K | 0.36% | 77 |
|
|
2018
Q1 | $399K | Buy |
+6,590
| New | +$399K | 0.34% | 95 |
|
|
2017
Q4 | – | Sell |
-4,772
| Closed | -$241K | – | 446 |
|
|
2017
Q3 | $241K | Buy |
4,772
+553
| +13% | +$27.9K | 0.19% | 232 |
|
|
2017
Q2 | $210K | Buy |
+4,219
| New | +$210K | 0.2% | 248 |
|